OTCKX vs. PKSFX
OTCKX (MFS Mid Cap Growth Fund Class R6) and PKSFX (Virtus KAR Small-Cap Core Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, OTCKX returned 12.29%/yr vs 15.13%/yr for PKSFX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. OTCKX charges 0.65%/yr vs 1.00%/yr for PKSFX.
Performance
OTCKX vs. PKSFX - Performance Comparison
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Returns By Period
In the year-to-date period, OTCKX achieves a 2.29% return, which is significantly lower than PKSFX's 7.13% return. Over the past 10 years, OTCKX has underperformed PKSFX with an annualized return of 12.29%, while PKSFX has yielded a comparatively higher 15.13% annualized return.
OTCKX
- 1D
- -0.10%
- 1M
- -3.32%
- 6M
- 2.54%
- YTD
- 2.29%
- 1Y
- -0.97%
- 3Y*
- 12.44%
- 5Y*
- 4.01%
- 10Y*
- 12.29%
- ALL TIME*
- 11.38%
PKSFX
- 1D
- -0.21%
- 1M
- -2.87%
- 6M
- -0.76%
- YTD
- 7.13%
- 1Y
- 5.83%
- 3Y*
- 8.78%
- 5Y*
- 8.12%
- 10Y*
- 15.13%
- ALL TIME*
- 10.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
OTCKX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCKX MFS Mid Cap Growth Fund Class R6 | 2.29% | 3.75% | 26.48% | 21.50% | -28.29% | 14.09% | 35.81% | 37.93% | 1.19% | 26.35% |
PKSFX Virtus KAR Small-Cap Core Fund | 7.13% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Correlation
The correlation between OTCKX and PKSFX is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.79 |
Over the past year, the correlation between OTCKX and PKSFX has dropped to 0.56 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
OTCKX vs. PKSFX — Risk / Return Rank
OTCKX
PKSFX
OTCKX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund Class R6 (OTCKX) and Virtus KAR Small-Cap Core Fund (PKSFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OTCKX | PKSFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.06 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 0.41 | -0.54 |
| Martin ratioReturn relative to average drawdown | -0.32 | 0.82 | -1.13 |
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Drawdowns
OTCKX vs. PKSFX - Drawdown Comparison
The maximum OTCKX drawdown since its inception was -36.64%, smaller than the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for OTCKX and PKSFX.
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Drawdown Indicators
| OTCKX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.64% | -54.46% | +17.82% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -11.19% | -5.12% |
Max Drawdown (3Y)Largest decline over 3 years | -20.99% | -21.82% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -36.64% | -22.02% | -14.62% |
Max Drawdown (10Y)Largest decline over 10 years | -36.64% | -33.45% | -3.19% |
Current DrawdownCurrent decline from peak | -5.37% | -4.43% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -7.15% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 5.62% | +0.86% |
Volatility
OTCKX vs. PKSFX - Volatility Comparison
MFS Mid Cap Growth Fund Class R6 (OTCKX) has a higher volatility of 4.76% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.20%. This indicates that OTCKX's price experiences larger fluctuations and is considered to be riskier than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCKX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 4.20% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 14.54% | 11.00% | +3.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 15.68% | +2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.57% | 17.99% | +2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 18.80% | +1.32% |
OTCKX vs. PKSFX - Expense Ratio Comparison
OTCKX has a 0.65% expense ratio, which is lower than PKSFX's 1.00% expense ratio.
Dividends
OTCKX vs. PKSFX - Dividend Comparison
OTCKX's dividend yield for the trailing twelve months is around 14.55%, more than PKSFX's 13.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCKX MFS Mid Cap Growth Fund Class R6 | 14.55% | 14.88% | 16.85% | 0.00% | 0.00% | 3.35% | 0.77% | 0.81% | 4.40% | 8.28% | 5.38% | 2.72% |
PKSFX Virtus KAR Small-Cap Core Fund | 13.35% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Frequently Asked Questions
OTCKX and PKSFX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTCKX has higher volatility (4.76%) compared to PKSFX (4.20%). In terms of maximum drawdown, OTCKX dropped -36.64% vs PKSFX's -54.46%.
PKSFX currently has the higher Sharpe Ratio (0.29 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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